Exporting time series of investments values in csv file

šŸ¤ Help
1

Hi, Iā€™d like to export in csv the timeseries of my investment values in Trading 212 but I canā€™t find how to do it.

I found how to export the value of pie and all its holdings but only for a given time. I canā€™t do it for a time series, such as the values of each day a month.

I also found how to download transactions, interests, dividends, etc. as timeseries but this do not give the timeseries of the actual investments values.

Is it possible to export time series of investments values in csv files or equivalent?

Thank you

Kind regards

Miguel

2

Yes. When you download History you are offered CSV as an option. The date values contain the precise time. Loaded into a spreadsheet it is easy to sort on date/time.

Watch out though, the columns can vary depending on taxes etc. The safe way is just to copy as far to as the Total column.

1 Like
3

Thank you for your quick answer.
I see that the transactions are dated but not the stock price variations overtime.

How can I export the stock price variations/values overtime?

Kind regards
Miguel

4

If I understand you correctly (assuming ā€˜overtimeā€™ should be ā€˜over timeā€™) I donā€™t think you can.

5

Just use google sheets, or write a macro to read your monthly valuation to get the month end value.

1 Like
6

I second this. Google Sheets is free, akin to Excel, and you need very little experience on how to use it (ChatGPT everything you donā€™t know and youā€™ll end up building incredibly useful sheets).

7

If you want what was the share value at that time then use the STOCKHISTORY function in Excel